Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
2.78%
6 Months
9.46%
1.92%
1 Year
17.52%
0.43%
3 Years
14.28%
—
5 Years
9.02%
—
Since Inception
12.49%
6.17%
Fund Age
5 yrs 11 mo
2 yrs 2 mo
AUM
₹1,633.45 Cr
₹22.98 Cr
Alpha – 1 Year
12.80%
−2.55%
Alpha – 3 Years
2.19%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.87%
16.90%
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.57
-0.22
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
7.21%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.29%
−16.17%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
24.05
31.26
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%